Mira Madboy, lo que comentábamos.
Tal y como indicabas tu, el valor ha ido hacia abajo desde que comentamos
Ayer sacó resultados, aparentemente son buenos (14 millones de caja, 22 de inversiones y Sin deuda) y parece que siguen avanzando en su Timeline.
Pero mira si cotización !!
El dÃa antes cerró en 31, ese dÃa abrió en 28 y cayó hasta 23. Muy buena ostia, si señor
Igual se me escapa algo en ese tocho de datos en inglés, que reconozco no me lo he leÃdo entero. O tal vez esté muy adornado al ser escrito por la empresa.
Pero algo tiene que haber para que el mercado les castigue tanto. Y no es cosa solo de esta vez, ya lleva una buena temporada con un gráfico muy triste
Voy a leer algún foro australiano, a ver qué se cuentan por allÃ
![🤔](//twemoji.maxcdn.com/2/svg/1f914.svg)
![🤔](//twemoji.maxcdn.com/2/svg/1f914.svg)
Pero yo creo que la empresa, o al menos su modalidad de negocio, si tiene futuro. Y que quién acierte en entrar en su momento ideal, puede tener buenos frutos.
Técnicamente, que franjas le ves tú?
Aquà el HR ---------
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Neometals Quarterly Activities Report
(For the quarter ended 30 September 2023)
HIGHLIGHTS
CORPORATE
Cash balance A$14.2 million, investments of A$22.7 million and no debt.
CORE BATTERY MATERIALS BUSINESS UNITS
Lithium-ion Battery (“LIBâ€) Recycling (50% NMT via Primobius GmbH, an incorporated JV with SMS group GmbH)
Awarded purchase order from Mercedes-Benz for 2,500tpa LIB shredding ‘Spoke’ plant, SMS mobilised subsequent to quarter end and award of matching refinery ‘Hub’ expected DecQ 2023;
Engineering Cost Study results for 21,000tpa integrated Spoke and Hub indicate potential for the main product, lithium, to be in the lowest cost position globally; and
First national phase patent granted in Australia,16 other national phase patents are at various stages of prosecution globally.
Lithium Chemicals (Co-funding Pilot Plant with Bondalti Chemicals SA (and related entity) via Reed Advanced Materials Pty Ltd (“RAMâ€) (70% NMT, 30% Mineral Resources Ltd)
Completion of purification stage of pilot test work program at SGS in Canada. Commencement of electrolysis and product crystallisation stage expected in November 2023; and
Pilot activities being co-funded by Bondalti Chemicals SA with future works to fall under new co-operation agreement covering planned demonstration and commercial plant activities.
Vanadium Recovery (“VRPâ€) (72.5% NMT via Recycling Industries Scandinavia AB (“RISABâ€), an incorporated JV with Critical Metals Ltd), Technology 100% NMT via Avanti Materials Ltd)
Progressed project financing activities and secured ‘take or pay’ offtake agreement with Glencore International AG for 100% of vanadium production at market linked pricing without forward sales.
Subsequent to the end of the quarter Neometals providing notice to its partner in the Finnish Vanadium Recovery Project (“VRP1â€) of its wish not to proceed with construction; and
Commercialisation of the VRP technology will now be conducted under a technology licensing business model.
UPSTREAM – MINERAL EXTRACTION
Barrambie Titanium and Vanadium (“Barrambieâ€) (100% NMT)
Metallurgical test-work, regional exploration, native title, environmental and water activities advanced;
Offtake negotiations discontinued with Jiuxing given inability to agree mutually acceptable terms in relation to offtake and equity funding; and
Ongoing engagement with third-party titanium producers and mining services companies in relation to offtake, equity investment and contract mine-to-port solution.
To read the full ASX announcement, please click here.
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